Nimble CRM Tips & Updates - April 22, 2026 - Adaptive Business Services

No new Nimble CRM updates to report today. I’ve been pretty busy with a couple of projects both personal and professional. Here’s a question for you …

What are some of the aspects of Nimble that you would like me to cover in future newsletters? Lemme’ know!

I do have a new toy to share!

I recently connected with a gentleman on LinkedIn and we got to talking. You may or not be aware that one of my services is sales training. While I can do this for anyone, my specialty is the custom electric sign industry which I am targeting right now for both Nimble as well as sales training.

Well, blow me down! This gentleman has an application, Sales Coach Pro, that generates realistic A.I. powered sales scenarios for any industry. The beauty of this platform is that it allows you to practice elements of sales calls while at your desk as opposed to practicing in front of a potential client. Which sounds better to you?

The application, under your direction, creates these scenarios complete with a personalized agent for you to practice with. Yes, this is a verbal back and forth conversation. Following the completion of each exercise, a score card is generated including helpful tips on where you might improve.

This also gives a manager or coach an opportunity to provide immediate feedback where needed. Sign me up! I am now partnering with this company to provide this awesome new service. Please let me know if you would like to learn more!

What I have learned from list building

Let’s start with this. Don’t:) I’m not going to lie to you, if you want your list to be highly targeted, this is not something where you push a couple of buttons and poof, there it is! No matter how tightly I have tried to set the filters, a ton of companies and contacts, not even close, show up in search results. I end up looking at each company individually including their websites.

Next you want to make sure that emails that you want to “unlock” are valid. The service that I am using, UpLead, verifies email addresses as being deliverable prior to downloading and charging you for them. My best guess is that about 25% of the contacts I have selected have had valid email addresses.

Here’s a real-life example. I run a search and it returns 350 companies. Out of this 350, I might select 50 contacts (one per company) that meet my criteria (15%). Out of those 50, 15 have valid email addresses (30%). In fairness to UpLead, my research has indicated that these results are not out of line with industry norms. Dohhhh!

These are a few of the things that I wish I had known before I dropped $1,000 and God only knows how much time. However, as I tell my chatbot Hal, never get between a dog and his bone and somehow I will figure out how to make this work and recoup my investment!

That will do it for today! Thank you again for placing your trust in my services!

If you would like to explore whether or not Nimble CRM, my sales training, or Sales Coach Pro might be right for you, please book a free 30-minute Zoom consultation with me by going to my calendar.

To learn more about our Nimble training and implementation services, please visit our Nimble CRM training services page.

I would also be happy to connect you to a marketing professional who I know and trust or to an automated yet personalized and human-to-human LinkedIn prospecting system. Please reach out to me at craig@adaptive-business.com for an introduction!

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Craig M. Jamieson

Managing Member at Adaptive Business Services

Craig M. Jamieson is a lifelong B2B salesperson, manager, owner, and a networking enthusiast. Adaptive Business Services provides solutions related to the sales professional. We are a Nimble CRM Solution Partner. Craig also conducts training and workshops primarily in social selling and communication skills. Craig is also the author of "The Small Business' Guide to Social CRM", now available on Amazon!